See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,433 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,227 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,351 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,312 | $89,465+31.1% | $164,866-28.8% | $77,671+51.0% |
| Participation rate | 91.0% | 78.6%+12.4pp | 78.6%+12.4pp | 70.6%+20.4pp |
| Annual return | 13.73% | 28.81%-15.1pp | 69.97%-56.2pp | 31.21%-17.5pp |
| Employer contribution / active EE | $3,151 | $2,568+22.7% | $4,343-27.4% | $2,726+15.6% |
| Participant deferral / active EE | $9,986 | $4,897+103.9% | $6,033+65.5% | $4,648+114.9% |
| Admin fee / account holder | $228 | $340-32.8% | $12,689-98.2% | $430-47.0% |